← All themes Defense Modernization

Drones & Counter-Drone

Cheap uncrewed systems have changed how wars are fought, and defending against them has become as urgent as fielding them. Both sides of that exchange are now funded procurement lines.

30 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	MCM Mill Capital Management Concord, North Carolina	$12.9M	-$19.7K	1	1.02%	Reduced
402	Cresset Asset Management Chicago, Illinois	$12.7M	-$8.26M	6	0.06%	Reduced
403	Kestra Private Wealth Services Austin, Texas	$12.7M	+$2.99M	5	0.22%	Increased
404	MIM Marco Investment Management Atlanta, Georgia	$12.6M	-$252K	2	1.09%	Reduced
405	Y-Intercept (HK) Hong Kong	$12.6M	+$10.8M	2	0.84%	Increased
406	HCM Heights Capital Management San Francisco, California	$12.5M	+$3.74M	2	6.19%	Increased
407	Brinker Capital Investments Berwyn, Pennsylvania	$12.4M	-$1.17M	4	0.12%	Reduced
408	Orion Portfolio Solutions Omaha, Nebraska	$12.4M	-$1.17M	4	0.12%	Reduced
409	PCA Private Capital Advisors Darien, Connecticut	$12.4M	+$745K	2	1.47%	Increased
410	AssetMark Inc Concord, California	$12.3M	+$839K	6	0.03%	Increased
411	APG Asset Management Amsterdam, Netherlands	$12.2M	+$11.6M	1	0.03%	Increased
412	SouthState Corp Winter Haven, Florida	$12.2M	+$119K	3	0.8%	Increased
413	IFM Investors Melbourne, Australia	$12.1M	-$2.93M	3	0.12%	Reduced
414	TF Talbot Financial Bellevue, Washington	$12.1M	+$356K	1	1.43%	Increased
415	PHK Point72 Hong Kong Hong Kong	$11.9M	+$5.79M	1	0.73%	Increased
416	Mizuho Securities USA New York	$11.9M	+$4.05M	3	0.22%	Increased
417	FCM Fogel Capital Management Stuart, Florida	$11.9M	+$719K	4	5.96%	Increased
418	MAA Matrix Asset Advisors White Plains, New York	$11.8M	-$214K	1	1.29%	Reduced
419	Oregon Public Employees Retirement Fund Tigard, Oregon	$11.8M	+$12.5K	4	0.22%	Increased
420	WPI Walter Public Investments Westmount, Canada	$11.7M	+$3.08M	1	2.09%	Increased
421	PI Pelion Inc Salt Lake City, Utah	$11.5M	$0	1	8.86%	Maintained
422	LBP AM Paris, France	$11.4M	+$2.62M	2	0.15%	Increased
423	Capital Analysts LLC Fort Washington, Pennsylvania	$11.4M	+$519K	3	0.46%	Increased
424	First Eagle Investment Management New York	$11.4M	+$302K	1	0.03%	Increased
425	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$11.3M	-$41.9K	2	4.13%	Reduced